BIRCH POINT WEALTH MANAGEMENT LLC

BIRCH POINT WEALTH MANAGEMENT LLC of ROCKPORT, ME is an SEC-registered investment adviser (CRD 306596). Regulatory assets under management: $41.1M.

Registration

• CRD: 306596
• Type: Registered investment adviser
• Location: 18 CENTRAL STREET, ROCKPORT, ME, 04856
• Phone: (207) 370-4340
• Latest filing: 2026-07-20
• Regulatory AUM: $41.1M
• Discretionary AUM: $38.5M
• Non-discretionary AUM: $2.6M
• Clients: 2
• Accounts: 149

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306596 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search